Jason Daniel Johnson

Employer firm

Nicolet Wealth Management CRD 283940

$4.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → 12/2017
  Sii Investments
  Green Bay, WI
• 08/2016 → Present
  Nicolet Wealth Management, Llc
  Green Bay, WI
• 02/2016 → Present
  Nicolet National Bank
  Green Bay, WI
• 01/2018 → Present
  Private Client Services
  Louisville, KY

Previous Registrations

• 2011-05-17 → 2017-12-31
  Sii Investments, Inc.
  Green Bay, WI
  Green Bay, WI
  Neenah, WI
  Fish Creek, WI
  Washington Island, WI
  Menasha, WI
  Appleton, WI
  Oshkosh, WI
  Egg Harbor, WI
  Brussels, WI
  Sturgeon Bay, WI
  Appleton, WI
  Rib Lake, WI
  Green Bay, WI

Other Businesses

1) NICOLET ADVISORY SERVICES, LLC, 111 N. Washington Street, Green Bay, WI, 54115. Financial advisor. 152 hrs/month, 123 during trading hrs. 2) Outside insurance sales through various carriers. 3) Fruit of the Sea, LLC. 3605 Beachmont Rd, DePere, WI 54115. Investment Entity. Entity was formed to buy a percentage of a food distribution company. Member/Owner/ Silent Investor. 1 hr/mo; 0 during trading hrs. Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2011-05-16

Other Names

• Jason Johnson